SFA
IHS

Sequoia Financial Advisors’s IHS INC CL-A COM STK IHS Stock Holding History

Sequoia Financial Advisors’s Portfolio IHS Stock Details IHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-2,258
Closed -$306K – 187
2014
Q2 		$306K Buy
2,258
+105
+5% +$13.1K 0.23% 98
2014
Q1 		$262K Buy
2,153
+243
+13% +$28.7K 0.22% 115
2013
Q4 		$229K Buy
+1,910
New +$216K 0.19% 127

Other funds holding IHS

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sequoia Financial Advisors's IHS Position: Q3 2014 in Review

Sequoia Financial Advisors sold out of IHS INC CL-A COM STK (IHS) in Q3 2014, closing a stake of 2,258 shares — an estimated $306K sold.

Sequoia Financial Advisors first reported a position in IHS in Q4 2013 and held it in 3 quarters. The position peaked at $306K in Q2 2014. 284 funds tracked by Wall St. Rank hold IHS as of Q3 2014.

  • Sequoia Financial Advisors reported no remaining IHS INC CL-A COM STK position as of Q3 2014 after selling out during the quarter.
  • Sequoia Financial Advisors sold 2,258 IHS INC CL-A COM STK shares in Q3 2014, an estimated $306K.
  • Sequoia Financial Advisors first reported a position in IHS INC CL-A COM STK in Q4 2013 and held it in 3 quarters.
  • Sequoia Financial Advisors's IHS INC CL-A COM STK position peaked at $306K in Q2 2014.
  • 284 funds tracked by Wall St. Rank held IHS INC CL-A COM STK as of Q3 2014.

Based on Sequoia Financial Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.